Stratos Wealth Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.9M | Buy |
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|
2025
Q2 | $6.7M | Buy |
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|
2025
Q1 | $5.62M | Sell |
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|
2024
Q4 | $7.71M | Buy |
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|
2024
Q3 | $8.05M | Buy |
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|
2024
Q2 | $5.88M | Buy |
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|
2024
Q1 | $5.96M | Buy |
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|
2023
Q4 | $4.44M | Buy |
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|
2023
Q3 | $3.75M | Buy |
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|
2023
Q2 | $3.1M | Sell |
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|
2023
Q1 | $3M | Sell |
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|
2022
Q4 | $3.25M | Buy |
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|
2022
Q3 | $2.21M | Sell |
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|
2022
Q2 | $2.75M | Sell |
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|
2022
Q1 | $3.48M | Buy |
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|
2021
Q4 | $3.2M | Buy |
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|
2021
Q3 | $2.83M | Sell |
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|
2021
Q2 | $3.26M | Sell |
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|
2021
Q1 | $3.56M | Buy |
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|
2020
Q4 | $2.46M | Buy |
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|
2020
Q3 | $1.99M | Sell |
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|
2020
Q2 | $1.76M | Sell |
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|
2020
Q1 | $2.91M | Sell |
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|
2019
Q4 | $4.34M | Sell |
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|
2019
Q3 | $3.95M | Sell |
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|
2019
Q2 | $4.34M | Buy |
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|
2019
Q1 | $4.22M | Sell |
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|
2018
Q4 | $3.98M | Sell |
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|
2018
Q3 | $4.96M | Sell |
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|
2018
Q2 | $5.05M | Buy |
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|
2018
Q1 | $3.32M | Sell |
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|
2017
Q4 | $3.97M | Sell |
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|
2017
Q3 | $3.17M | Buy |
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|
2017
Q2 | $2.21M | Buy |
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|
2017
Q1 | $1.77M | Buy |
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|
2016
Q4 | $1.71M | Buy |
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|
2016
Q3 | $1.57M | Buy |
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|
2016
Q2 | $1.25M | Buy |
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|
2016
Q1 | $1.17M | Buy |
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|
2015
Q4 | $958K | Buy |
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|
2015
Q3 | $483K | Sell |
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|
2015
Q2 | $989K | Buy |
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|
2015
Q1 | $542K | Sell |
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|
2014
Q4 | $695K | Buy |
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|
2014
Q3 | $645K | Sell |
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|
2014
Q2 | $741K | Buy |
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